Farsight Financial Planning
Independent financial advice
- Impartial advice, in person, over the phone and online
- Personalised consulting and on-going support
- Tools and guides to help you to improve your finances
Planning For Prosperity
Farsight Financial is a bespoke independent financial planning practice; with advisers based in Rochdale, Warrington and Lymm/Thelwall, helping clients from all over the UK plan for their financial future. We are an Independent Financial Adviser and unlike some High Street names we are not tied to any particular product or any particular insurance company. This leaves us free to source the most appropriate solution or service for you from across the entire market.
April 2015 heralds a new era in pensions planning with far more flexibility being offered over how you withdraw the pension fund you've worked so hard to save. With this additional flexibility comes more …
ISA, unit trusts, investment bonds, Farsight can help you select the most appropriate solution that will meet your needs and we will constantly review your affairs to ensure you are on track to achiev more …
Farsight can help you get your pension planning right. By looking at your earnings now, talking through when you plan to retire and considering your other assets and income we can help set you out on more …
Could you afford to pay the mortgage if you were off work due to a long term illness? Could your family cope if you were to die? Are you going to leave your loved ones with a large tax bill?
Whateve more …
We can help you structure your financial affairs in a way that will mean you get to keep more of your hard earned money in your own pocket rather than it going to the taxman. more …
Farsight Financial provides a wide range of services to corporate clients throughout the UK. We focus on two main areas: Employee Benefits & Key Person & Shareholder Protection. more …
Pensions can be a scary place, but with our help, they don’t have to be!
Using Pension Monster will give you an idea of what your pension could be worth,how much you may need to pay in and even show you the kinds of providers and products that may be available. What’s more – It’s free to use.
Please note this is only guidance so when you’ve received your options please give us a call so we can provide you with a personalised plan for your retirement.
Please note this is only guidance so when you’ve received your options please give us a call so we can provide you with a personalised plan for your retirement.
As well as being a pretty average marathon runner, Steve is also a Chartered Financial Planner with over 20 years financial services experie more …
Dominic has worked within the industry for almost 20 years after graduating from University with a degree in Financial Services. Throughout more …
Alastair has worked in the Financial Services industry for over 30 years and for a number of leading pension providers such as National Mutu more …
Suzy has worked in financial services since 2003; initially as an administrator and paraplanner. From 2004 to 2009 Suzy worked as a leading more …
We provide highly personalised financial planning support and consultancy to both individuals and companies.
Peter, Merseyside
Alastair has been superb. I had a very complex pension/tax situation involving a badly drafted earmarking agreement from many years ago that most advisors would have run a mile from. Alastair did a lot of work to understand the situation, speak to the pension companies and work through a sensible solution that not only helped my situation, but also that of my ex-wife. He kept me informed of progress at all stages and absolutely delivered what he committed to do for me.
Rob, Lancashire
We chose Dominic because he was experienced in the financial areas of interest to us and because he is younger, we know we can use his services for many years to come! He has been reliable and showed deep technical knowledge in some of the complex areas we wanted to cover. Through his advice, We have been set up with products more appropriate to our circumstances that have not necessarily cost us any more. It is well worth talking to a professional such as Dominic as it helps keep your financesas current as possible when your lifestyle is constantly changing.
meet us
2nd Floor
No.2 The Esplanade
Rochdale
Lancashire
OL16 1AQ
